Aditya Birla Sun Life Flexi Cap Fund vs Parag Parikh Flexi Cap Fund Regular compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹25098 Cr | ₹133309 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Aug 1998 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.68 | 1.33 |
| Manager | Dhaval Joshi | Rajeev Thakkar |
| ISIN Code | INF209K01AJ8 | INF879O01019 |
| Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | -2.29% | -1.21% |
| 6 Month | 3.21% | 1.42% |
| 1 Year | 12.72% | 7.47% |
| 3 Year | 18.43% | 20.7% |
| 5 Year | 16.1% | 19.07% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.98% | 1.27% |
| 1 Year | 15.89% | 9.07% |
| 3 Year | 15.57% | 14.95% |
| 5 Year | 15.17% | 16.51% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.73% | 17.28% |
| 3 Year | 16.71% | 18.79% |
| 5 Year | 16.32% | 18.62% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.37% | 8.03% |
| Sharp | 0.91% | 1.76% |
| Beta | 0.95% | 0.55% |
| Alpha | 2.14% | 8.74% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Dhaval Joshi | Rajeev Thakkar |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 5 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 7.06 | 34.39 |
| Large Cap | 59.83 | 62.4 |
| Mid Cap | 19.93 | 0.98 |
| Small Cap | 13.17 | 2.24 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 1.65 | 20.19 |
| Communication Services | 2.62 | 10.01 |
| Energy | 4.95 | 5.67 |
| Technology | 10.07 | 8.11 |
| Healthcare | 7.31 | 4.17 |
| Industrials | 9.31 | 0.43 |
| Basic Materials | 9.97 | 0.8 |
| Financial Services | 31.31 | 27.63 |
| Consumer Cyclical | 14.64 | 10.25 |
| Consumer Defensive | 7.61 | 5.33 |
| Real Estate | 0.56 | 1.34 |
| Utilities | - | 6.07 |
Top Comparisons
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.54%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.11%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns13.44%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns20.39%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns15.15%
Quant Focused Fund-Growth
3Y Returns13.94%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.56%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.56%